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Company

Alphabet

Filtered to competitor pattern ×
393 articles stable

Alphabet has appeared in 393 articles since 2015-08. Coverage peaked in 2024Q2 with 17 articles. Frequently mentioned alongside Google, Amazon, Apple, Microsoft.

Articles
393
mentions
Velocity
+6.7%
growth rate
Acceleration
-1.933
velocity change
Sources
61
publications
The Fraction
Three days after three companies committed half a trillion dollars to AI infrastructure, Apple reported its capital expenditure had declined 19% to $2.37 billio...
The Backlog
On February 5, the market sold off on half a trillion dollars in AI capex. On February 7, it rallied. What changed wasn't AI sentiment. It was the discovery tha...
Half a Trillion
On February 5, Alphabet guided 2026 capex of $175-185 billion. Amazon guided $200 billion. A week earlier, Meta guided $115-135 billion. Three companies will sp...

Coverage Timeline

2025-12-24
CNBC 12 related

Waymo says it is updating its fleet to improve navigation during widespread outages, after pausing its service during blackouts in San Francisco on December 20

Three days after a blackout in San Francisco caused Waymo to pause it driverless car service, the Alphabet-owned company …

2025-12-10
Ofcom 4 related

A survey of UK adults in 2025: on average, they spend 4.5 hours per day online, up 10 minutes on 2024, and 50%+ of time is on Google- and Meta-owned services

## Half of all time online [by people in the UK] is now spent on Alphabet and Meta-owned services  —  Wow.  What a stark, depressing, picture.  —  ## Adults now spend an average of four and a half hou...

2025-11-09
Bloomberg 1 related

OpenAI, Alphabet, and Perplexity offering free access to their paid tiers in India suggests the country may be the biggest and safest bet for broad AI adoption

Everyone is looking for the next big AI bet.  They're searching for energy-rich places that can run data centers cheaply …

2025-11-08
Bloomberg 1 related

OpenAI, Alphabet, and Perplexity offering free access to their paid tiers in India suggests the country may be the biggest and safest bet for broad AI adoption

Everyone is looking for the next big AI bet.  They're searching for energy-rich places that can run data centers cheaply …

2025-11-02
Reuters 4 related

How Google Cloud has become one of Alphabet's fastest-growing businesses under Thomas Kurian, driven by investments in AI, data centers, custom chips, and more

- Google Cloud grew 34% in the third quarter on AI demand  — Cloud is now challenging YouTube as Alphabet's No. 2 cash generator

2025-10-31
Wall Street Journal 14 related

In their latest earnings reports, Meta, Alphabet, Microsoft, and Amazon have announced plans to increase their AI spending in 2026 to a combined $400B

Meta, Alphabet, Microsoft and Amazon will increase spending in 2026; ‘Are we in a bubble?’  —  Silicon Valley's biggest companies …

2025-10-18
Forbes

Shares of ISU Petasys, a South Korea-based multi-layer PCB supplier for AI servers used by Alphabet, Nvidia, Microsoft, and others, are up 215% so far this year

Based in Daegu, a city in southeastern South Korea, ISU Petasys makes multi-layer printed circuit boards that hold chips and other components for AI servers.

2025-09-12
The Information 3 related

OpenAI projects hitting $200B in revenue in 2030, with R&D costs amounting to ~45% of that, or ~$90B; Big Tech's R&D costs are currently 10% to 25% of revenue

Seems like MANY users have to start paying and a lot of bonds / IPO funds.  [embedded post] Ed Zitron / @edzitron.com : Also - it is shocking and appalling that OpenAI CFO Sarah Friar signed off on th...

2025-02-07
Amazon.com, Inc. 4 related

Amazon reports Q4 revenue up 10% YoY to $187.8B, vs. $187.3B est., net income up 89% YoY to $20B, and operating income up 61% YoY to $21.2B

$AMZN CEO Andy Jassy Just Now @amazon : We released our Q4 earnings today—here are some highlights, created with the help of our AI-powered Amazon Nova Reel. [video] @thetranscript_ : $AMZN CEO: AWS C...

2024-12-29
CNBC 12 related

A look at Google's pressure-filled 2024 under Sundar Pichai, notching some AI wins with new Gemini models and navigating product mishaps, layoffs, and more

Google's blowout earnings report in April, which sparked the biggest rally in Alphabet shares since 2015 and pushed …

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Quarterly Coverage

Top Sources

Narrative

Alphabet has appeared in 654 Techmeme articles since August 2015, making it one of the most-covered entities in the archive. The biggest stories include Google creates holding company called Alphabet with Larry Page as CEO; Sundar Pichai now... and Tech stocks fall after President Trump announced new global tariffs: Meta drops as much.... Frequently covered alongside Google, Amazon, Apple, Microsoft, and Meta.

Key Moments

2024Q2enterprise -15pts; consumer -5pts; funding -20pts
2024Q3enterprise +6pts; safety +13pts; developer -23pts
2024Q4enterprise +10pts; safety -13pts; developer +30pts

Relationships

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